How big is Belham Management IND LLC's plan?

Belham Management IND LLC's plan reported $1.0M in assets and 6 participants for 2024.

Original filing (PDF)20250605094152NAL0011427505001

Belham Management IND LLC

Name: Belham Management IND LLC — Form 5500 (2024)
Creator: Belham Management IND LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Belham Management IND LLC held $1.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Katie Green signed Belham Management IND LLC's 2024 Form 5500 as plan administrator.

Katie Green — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Belham Management IND LLC's EIN is 59-2030786.

EIN 59-2030786

Plan number 001

Plan year 2024

ACK ID 20250605094152NAL0011427505001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Belham Management IND LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Belham Management IND LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BELHAM MANAGEMENT IND LLC

EIN

all filings

Address

9307 MONROE RD STE A · CHARLOTTE, NC · 28270

Phone

(704) 815-4247

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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